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每周股票复盘:移远通信(603236)定增获上交所审核通过
Sou Hu Cai Jing· 2025-09-06 17:40
Group 1 - The core point of the article is that Shanghai Esky Communication Technology Co., Ltd. (移远通信) has received approval from the Shanghai Stock Exchange for its application to issue A-shares to specific investors, pending registration from the China Securities Regulatory Commission (CSRC) [1] - As of September 5, 2025, the company's stock closed at 94.31 yuan, down 14.26% from the previous week's closing price of 109.99 yuan [1] - The company's market capitalization is currently 24.677 billion yuan, ranking 19th out of 86 in the communication equipment sector and 742nd out of 5,152 in the A-share market [1] Group 2 - The highest intraday price for the stock during the week was 112.91 yuan on September 1, while the lowest was 89.51 yuan on September 4 [1] - The board of directors has assured that the announcement content is true, accurate, and complete, and there are no false records or misleading statements [1] - The company will fulfill its information disclosure obligations in a timely manner as the matter progresses, reminding investors to pay attention to investment risks [1]
移远通信:智能算力模组可以应用于AI服务器
Zheng Quan Ri Bao· 2025-09-05 15:41
Core Viewpoint - The company has developed intelligent computing modules that can be applied to AI servers, enabling customers to launch customized SoC array server products for centralized management and allocation of CPU, GPU, and NPU resources, achieving computing power sharing [2] Group 1: Product Development - The intelligent computing modules are designed to assist in the development of customized SoC array server products [2] - The company has already achieved mass production of these computing modules [2] Group 2: Market Engagement - The company supplies computing modules to leading domestic internet platforms [2]
移远通信:移远智能模组具有强大的图像处理能力、多媒体功能
Zheng Quan Ri Bao· 2025-09-05 15:41
Group 1 - The core viewpoint of the article highlights that the company's intelligent modules possess strong image processing capabilities and multimedia functions, which can enhance the audiovisual experience of handheld gaming devices, leading to increased market and user acceptance [2] - The company's 5G modules and RMU500EK evaluation board (EVB) kit have been applied in remote racing games launched by clients, showcasing practical applications of its technology [2]
移远通信:在信创领域公司已推出多款模组产品
Zheng Quan Ri Bao· 2025-09-05 15:41
Group 1 - The company, Quectel, has launched multiple module products in the field of "Xinchuang" (信创), which are designed to inject new momentum into industries such as finance, energy, industrial, and transportation [2]
移远通信:公司与众多知名互联网企业保持战略合作伙伴关系
Zheng Quan Ri Bao Wang· 2025-09-05 15:14
Group 1 - The company, Fibocom, stated on September 5 that it maintains strategic partnerships with numerous well-known internet enterprises to jointly promote the development of the IoT ecosystem [1] - Specific business cooperation information can be referenced on the company's official website and official WeChat account [1]
移远通信:已为国内头部互联网平台供应算力模组并已量产
Zheng Quan Shi Bao Wang· 2025-09-05 11:59
Core Viewpoint - The company, Quectel (移远通信), has announced that its intelligent computing modules can be applied to AI servers, enabling customers to launch customized SoC array server products for centralized management and allocation of CPU, GPU, and NPU resources, achieving computing power sharing [1] Group 1 - The company has already supplied computing modules to leading domestic internet platforms and has achieved mass production [1]
移远通信不超23亿元定增获上交所通过 国联民生建功
Zhong Guo Jing Ji Wang· 2025-09-05 03:43
中国经济网北京9月5日讯移远通信(603236)(603236.SH)昨日晚间发布公告称,公司于2025年9月4日 收到上海证券交易所出具的《关于上海移远通信技术股份有限公司向特定对象发行股票的交易所审核意 见》,公司向特定对象发行股票申请符合发行条件、上市条件和信息披露要求。上海证券交易所将在收 到公司申请文件后提交中国证监会注册。 移远通信表示,公司本次向特定对象发行A股股票事项尚需获得中国证监会作出同意注册的决定后方可 实施,最终能否通过中国证监会同意注册的决定及其时间尚存在不确定性。公司将根据该事项的进展情 况及时履行信息披露义务。 移远通信于6月11日披露的《2025年度向特定对象发行A股股票募集说明书(申报稿)》显示,本次向特定 对象发行股票募集资金总额不超过230,000.00万元(含本数),扣除发行费用后的募集资金净额将全部用 于以下项目:车载及5G模组扩产项目、AI算力模组及AI解决方案产业化项目、总部基地及研发中心升 级项目、补充流动资金项目。 | | | 本次向特定对象发行股票的数量按照募集资金总额除以发行价格确定,且不超过本次发行前公司总股本 的10%,即本次发行不超过26,165,7 ...
多维度透视沪深2025年中报:谁在领衔增长?
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-04 23:09
Group 1: Overall Performance of Listed Companies - The total operating revenue of listed companies in Shanghai and Shenzhen reached 34.92 trillion yuan, with a net profit of 2.99 trillion yuan for the first half of 2025 [1] - Shenzhen companies achieved a total operating revenue of 10.24 trillion yuan, a year-on-year increase of 3.64%, and a net profit of 595.46 billion yuan, up 8.88% [1] - Shanghai companies reported operating revenue of 24.68 trillion yuan, a slight decrease of 1.3%, with a net profit of 2.39 trillion yuan, an increase of 1.1% [1] Group 2: Sector Performance - Emerging industries such as semiconductors, electronics, pharmaceuticals, and new energy are rapidly rising, while traditional industries like steel and machinery are seeking transformation [2] - The electronics sector in Shenzhen saw 253 companies generate 984.76 billion yuan in revenue, a 14.1% increase, and a net profit of 454.57 billion yuan, up 24.59% [3] - The computer industry in Shenzhen reported 501.25 billion yuan in revenue, a 13.74% increase, and a net profit of 122.85 billion yuan, up 26% [5] Group 3: R&D Investment - Shenzhen companies invested a total of 352.97 billion yuan in R&D, with significant contributions from companies like BYD and ZTE [9] - The R&D investment in strategic emerging industries in Shenzhen reached 92.46 billion yuan, a year-on-year increase of 22.36% [9] - Shanghai's R&D investment also hit a record high of 432.6 billion yuan, growing by 1% [9] Group 4: International Expansion - Over 830 manufacturing companies in Shanghai achieved overseas revenue of 1.1 trillion yuan, a 5% increase [11] - Shenzhen's strategic emerging industries reported overseas income of 434.66 billion yuan, a 23.59% increase, with a 29.22% share of total revenue [11] - Companies are diversifying their overseas markets, with significant growth in exports from firms like Huayou Cobalt and Quectel [12] Group 5: Dividend and Shareholder Returns - A total of 794 listed companies in Shanghai and Shenzhen announced mid-term dividends amounting to 643.81 billion yuan [12] - Shenzhen companies saw an 18.04% increase in the number of mid-term dividends declared, with a 49.51% increase in dividend amounts [12] - Companies are also increasing share buybacks, with Shenzhen firms announcing 230 buyback plans totaling 68.21 billion yuan [13]
移远通信: 关于2025年度向特定对象发行A股股票申请收到上海证券交易所审核意见通知的公告
Zheng Quan Zhi Xing· 2025-09-04 16:20
Group 1 - The company, Shanghai Mijuan Communication Technology Co., Ltd., has received a notice from the Shanghai Stock Exchange regarding its application for a specific issuance of A-shares [1] - The Shanghai Stock Exchange has stated that the company's application meets the conditions for issuance, listing requirements, and information disclosure requirements [1] - The implementation of the stock issuance is contingent upon approval from the China Securities Regulatory Commission (CSRC), and there is uncertainty regarding the timing and outcome of this approval [1]
移远通信(603236) - 关于2025年度向特定对象发行A股股票申请收到上海证券交易所审核意见通知的公告
2025-09-04 11:17
本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 上海移远通信技术股份有限公司(以下简称"公司")于 2025 年 9 月 4 日收到上海证券交易所出具的《关于上海移远通信技术股份有限公司向特定对象 发行股票的交易所审核意见》,具体意见如下: 证券代码:603236 证券简称:移远通信 公告编号:2025-048 上海移远通信技术股份有限公司 关于 2025 年度向特定对象发行 A 股股票申请 收到上海证券交易所审核意见通知的公告 特此公告。 上海移远通信技术股份有限公司董事会 2025 年 9 月 5 日 "上海移远通信技术股份有限公司向特定对象发行股票申请符合发行条件、 上市条件和信息披露要求。本所将在收到你公司申请文件后提交中国证监会注 册。" 公司本次向特定对象发行 A 股股票事项尚需获得中国证券监督管理委员会 (以下简称"中国证监会")作出同意注册的决定后方可实施,最终能否通过中 国证监会同意注册的决定及其时间尚存在不确定性。公司将根据该事项的进展情 况及时履行信息披露义务,敬请广大投资者注意投资风险。 ...